-37.0%
APP vs ZETA
+55.9%
-93.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.3% | +4.6% | +7.5% |
| 7D | +71.2% | -0.4% | +71.7% | +70.1% |
| 30D | +39.1% | -8.0% | +47.1% | +43.9% |
| 3M | +16.5% | +21.4% | -4.9% | +2.7% |
| 6M | -16.6% | +80.1% | -96.6% | -42.1% |
| YTD | -41.9% | +52.5% | -94.4% | -58.1% |
| 1Y | -37.0% | +58.5% | -95.5% | -55.2% |
| All | -37.0% | +55.9% | -93.0% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZETA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling